2.55 Release Documentation

Environmental Changes

FocalPoint Desktop Auto Added to Desktop

FocalPoint Desktop is a new icon that will be the standard entry point to FocalPoint in future versions. It is the “pure .NET” version, where no more legacy “access” applications exist.

To open FocalPoint, use the new “FocalPoint Desktop” icon:

 

Desktop – 15-minute Inactivity Terminal Lock for PCI & PA-DSS Credit Card Requirements

Any terminal that can process credit cards will automatically be locked after 15 minutes of inactivity in FocalPoint. To unlock, simply log back in. This is a condition of PCI compliancy. This functionality is only active in FocalPoint DESKTOP.

 

Desktop - Login Password Caps lock tip

A warning has been added if caps locks are on when logging in.

 

Desktop - Single Sign On Support for Windows

Similar to how you can associate a PC with a terminal record so that you do not have to select a terminal when logging in to FocalPoint, you may now associate a Windows user name with a FocalPoint user ID. By doing so, when you open up FocalPoint on a PC that is logged in with a Windows user related to a FocalPoint user, you will not be prompted to log in to FocalPoint.

 

Menu Changes

Several menu changes and consolidations have taken effect in this version as more items move to the .NET framework.

 

Consolidate Front Counter & Orders Menus

 

In this version, there is no access to the legacy front counter applications or legacy reports. This has allowed Visum the ability to remove the legacy reports menu (“B” from the main menu). Also, the “Orders” menu (1-2) from the main menu has been removed and consolidated into the front counter menu (“1” from the main menu).

 

Move 'Custom Attachment File' to Miscellaneous Functions

Custom attachments are attachments that you can create to print or emailed with an order. Examples of custom attachments are “Rain Day Addendums” or “Damage Waiver Addendums”. For more information about custom attachments, see help file:

http://support.visum-corp.com/Help/index.html?custom_attachments.htm

This function has been moved to the Miscellaneous Functions, “D” from the main menu.

 

Move 'Customer Address Labels' to 'Customer File'

To print customer address labels, use the “Labels” option in the customer file list screen.

 

Move 'Payments By Order' from 'Payment Display Menu' to 'Period Processing Menu'

The payments by order screen is used to research payments applied to an order

 

Relocate 'Bad Check Processing' to Front Counter | Cash Drawer Menu as 'Bad Check List'

This function has been moved to 1-4 from the main menu. It backs out money received and adds bad check records to the customer file as well as an invoice so that you have something to apply the payment to when the customer pays you back.

 

Remove 'Accounts Receivable' 'Reports' Menu

All reports have been moved to the New Reports menu, #4 from the main menu.

 

Remove 'Change Rates' from Management Tools

This is an older function that is no longer needed. For rate changes, use the “Global Rate Change” function in the rate tables (2-7 from the main menu. For merchandise price changes, use the “Global Changes function that can be found across the top ribbon of the merchandise file list screen (2-3 from the main menu)

 

Remove 'Daily Revenue' Depreciated

No longer needed, as it is always been a tab in the dashboard, C-F from the main menu.

 

Remove 'New Dashboard' Depreciated

The new dashboard and original dashboard have been combined at C-F from the main menu. All of the New Dashboard functionality are now in the “Widgets” tab of the dashboard.

 

Remove 'Over Night' Depreciated

All overnight functions have been moved to the FocalPoint Manager over the last several years.

 

Remove 'Payment Display Menu' from 'Period Processing Menu'

There were 7 functions in this menu that have been moved as follows:

•Payments by Order – see above section Move 'Payments By Order' from 'Payment Display Menu' to 'Period Processing Menu'.

•Payments from Other Stores – This is a report in the New Reports menu, #4 from the main menu.

•Open Payments - This is a report in the New Reports menu, #4 from the main menu.

•Voided Payments List - This is a report in the New Reports menu, #4 from the main menu.

•Invoices Paid from Other Stores - This is a report in the New Reports menu, #4 from the main menu.

•Unapplied Payments Log - This is a report in the New Reports menu, #4 from the main menu.

•Payment Reconciliation List - This is a report in the New Reports menu, #4 from the main menu.

 

Remove 'Payments' Depreciated

All batch payment functionality in A/R has been moved to payments on account, 1-4-4 from the main menu. If you were still using the old batch payments functionality, please contact Visum prior to updating for assistance with the front counter POA functionality.

 

Remove 'Purchase Orders' 'Reports' Menu

All reports are now in the New Reports menu, #4 from the main menu.

 

Remove 'Reverted Orders Listing' from Miscellaneous Functions

The reverted orders list is at 1-8 from the main menu.

 

Remove 'Schedule Nightly Functions' Depreciated

All overnight functions have been moved to the FocalPoint Manager over the last several years.

 

Rename 'New Reports' to 'Reports'

Because there are no “old reports” anymore.

 

Replace Purchase Order Menu with Purchase Order List

All items that were in the Purchase Order menu can now be found in the Purchase Order list screen at #8 from the main menu

 

Credits

Credits have been migrated to .NET and built into a “Wizard”. Please review this video for instructions on how to use this new credit functionality.

http://support.visum-corp.com/Help/index.html?credits.htm

 

Included in the migration of credits:

•A new credit list screen to see/preview/reprint prior credits.

•The merging of “quick credits” into the new credit function.

•Ability to Add and View Notes

•Ability to create a credit based on a rental return date, ie “I returned these items on THIS date, but I should have returned them on THAT date, so I want to create a credit as if I had returned the order on the correct date to begin with.

•Ability to not print Credits

•Ability to reduce the entire contract by the number of days and hours, ie “I’ll credit you a day, two hours and 17 minutes back from your rental”

•Display Restock Fee in Detail and Totals of Print

•Display Restock Fee in Detail and Totals of Receipt Print

•Store Manager Option for Merchandise Item to use for Credit Write-Off

•Store Manager Option for Restock Posting Code

•Security to allow/disallow Quick Credits

•Security to allow/disallow Void Credits

 

Finance Charges

Finance charges have been migrated to .NET. The overall functionality of finance charges remains the same. Features have been added to allow “finance charges by store” in a multi store environment, and the ability to calculate finance charges based on days and percent.

 

Merchandise

 

Migrate Merch Price Changes to .NET

Similar to Global Price Changes in the rate table file, you may now do global merchandise file price changes by selecting “Global Changes” -> “Price Changes” in the merchandise file list screen (2-3 from the main menu).

Merchandise Bin Labels

Avery A6570 Show Bin Location and Dymo D30334 Show Bin Location. You may print separate labels for each bin on supported label formats. Price and bin labels have been split into separate functions to support bin locations.

 

Bad Checks and (NEW) Chargebacks

Bad Check Processing - Migrate to .NET

Bad check processing has been moved to .NET. and has been relocated to the cash drawer menu, 1-4 from the main menu. Functionality remains the same.

 

Credit Card Chargebacks

Credit card chargebacks are similar to bad checks, except their credit cards. Using this function will auto-create a debit adjustment, which will create an invoice in A/R and will credit your money account if you export financial information to third party accounting software. Nothing will show on the cash drawer report when a chargeback is created.

 

Payments on Account

All batch payment functionality in A/R has been moved to payments on account, 1-4-4 from the main menu. If you were still using the old batch payments functionality, please contact Visum prior to updating for assistance with the front counter POA functionality. Other changes to Payments on Account include:

•Option to not Print Receipt

•Option to Reprint Paid Invoices

•Show Discount on Print

•Show Discount on Print Receipt

•Ability to apply Discounts to Invoices

•Add customer # and old customer Id to the customer lookup

•Option for Discount Posting Code

•Include Payment On Account Discounts

 

FocalPoint Monitor

FocalPoint Monitor is an independent application of FocalPoint that can display multiple screens including a Reservation Staging along with a Order Staging Screen to show real-time information on a Monitor for display purposes only, includes License for 1 Concurrent Screen. The cost for the first Monitor is $300, and each additional monitor is $100 (these are one-time fees). Prior to version 2.55, there were two monitor screens, “Reservation Staging” and “Order Staging”. Two new monitors have been added:

•Delivery and Pickup Staging

•Rental Status

Additionally, in this version, color legends have been added to all monitors for easier viewing.

 

Purchase Orders

Purchase Order - Migrate Edit Line Cost

“Edit Line Cost” is a PO function that had it’s own menu, but is now built into the PO list screen. If you click on the PLUS SIGN next to a closed, PO, then right click on a detail line, you can access the Edit Line Cost function.

For times when you may have closed a purchase order then realized that the cost on the PO for an item was incorrect, this function was designed to help you make desired changes. You may either search for an item that was on the PO or search by PO number.  Once the desired item is on the bottom half of the screen, double click on the item to change the cost and (optionally) reset the average cost for the item.  If you choose to reset the average cost, the average cost for the item will be recalculated by going through ALL PO’s for the item and averaging the cost.  Alternatively, you can adjust the average cost manually in the merchandise file.

 

Purchase Order List Search Enhancements

You may now use a search bar in the PO list screen to search for Purchase Orders containing Merchandise by SKU, Part of Manufacturer

 

Report Changes

•Miscellaneous Payments report includes POA discount information

•Payment Reconciliation List has been converted to a report

•Reservation Revenue has migrated to New Reports menu.

•Merchandise Suggested Order has been enhanced to add the Group # and Group Description to the Data Dump

•Aged Trial Balance with Export has been moved to the New Reports menu

 

Time Clock

Time clock adjustments have been migrated to .NET. No functionality has been removed from prior to this migration, and the ability to add bulk entries have been added.

 

Dashboard

The new dashboard and original dashboard have been combined at C-F from the main menu. All of the New Dashboard functionality are now in the “Widgets” tab of the dashboard

 

Frequently Asked Questions about Recent Process Changes

Reverting

1.Go to 1-8 from the main menu.

2.Click on Revert Order

3.Enter the reservation number

4.Select your user ID

5.Click on “Revert” in upper left

6.

Expensing

1.Find it in the rental file list screen

2.Right click on it, then expense quantity, the screen below will open.

3.Enter the quantity that you want to decrease by, then change the button to decrease.

4.Choose the appropriate expense code. If you don’t know which to choose, more info about expense codes is here - http://support.visum-corp.com/Help/index.html?expense-codes-training.htm

5.Save the record.

 

Apply unapplied credits

1.Please open up the customer record in the customer file, 6-2 from the main menu.

2.Click on the invoice history tab

3.Click on “Unapplied Payments”

4.Right click on the unapplied payment.

5.Apply the credit to the invoice.

 

Change closed order customer/header for work orders

1.Go to the work order screen

2.Click on the “Finished” radio button

3.Search for the work order

4.Right click on it

5.Choose “Change Header/Customer” option

 

Change closed order customer/header for orders

1.Go to edit existing, 1-3 from the main menu

2.In the Reprint section, search for your order by either order or customer

3.Right click on the finished order in the list screen

4.Click on “Change Header/Customer”

(Note – Change Header/Customer functions can also be done from the find screen, 1-D from the main menu)

 

Odds and Ends

•In Quick Sale, a Prompt for Signature has been added when 'On Account' is used

•In Rental Quick Add you now have the ability to add multiple items without exiting Quick Add

•In Security, you now have the ability to lock down the tax-exempt field on an order

•In the terminal file, you now have the ability to lock out terminals after “X” number of minutes, but the PCI Compliancy lockdown will override this lockout when appropriate.